Legacy Preserver

It’s rarely too soon to consider legacy and estate planning.

Ensure you make the right choices now to minimise inheritance taxes.

We educate briefly on inheritance tax, assessing your situation to determine if your estate is likely to become taxable, either now or in future!

We explore mitigation actions, and coach on giving with a warm heart over a cold hand!

Book a free call or email today to discuss this package first, or go ahead and purchase now!